United Capital Financial Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), United Capital Financial Advisors, LLC reported 1,080 stock positions worth $12.4 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 7.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.3%) and iShares Core MSCI Eafe ETF (IEFA, 3.3%). Compared with Q1 2025, it opened 75 new positions, sold out of 48, added to 423 and reduced 553. The biggest buy was Microsoft (MSFT, shares +1%) and the biggest sale Vanguard Short-Term Bond ETF (BSV, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- IRVING, TX
- CIK
- 0001463217
- Portfolio Value
- $12.4B (Q2 2025)
- SEC Filing
- 0001372312-25-000005 ↗ filed Aug 11, 2025
Holdings Value
Holdings 1,080 stocks · $12.4B
| VOO Vanguard S&P 500 ETF | 7.23% | 1,575,401 | $894.9M | Reduce -4.3% |
| IVV iShares Core S&P 500 ETF | 4.30% | 856,197 | $531.6M | Reduce -13.1% |
| IEFA iShares Core MSCI Eafe ETF | 3.29% | 4,871,864 | $406.7M | Add +2.6% |
| BSV Vanguard Short-Term Bond ETF | 2.79% | 4,392,617 | $345.7M | Reduce -10.7% |
| MSFT Microsoft Corp. | 2.65% | 659,548 | $328.1M | Add +1.4% |
| AAPL Apple Inc. | 2.44% | 1,468,466 | $301.3M | Reduce -0.1% |
| NVDA Nvidia Corp. | 2.03% | 1,585,815 | $250.5M | Add +0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.98% | 1,388,095 | $245.3M | Reduce -0.4% |
| BIV Vanguard Intermediate-Term B | 1.93% | 3,079,264 | $238.2M | Add +6.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.88% | 531,327 | $232.9M | Add +0.2% |
| IEMG iShares Core MSCI Emerging | 1.64% | 3,369,175 | $202.3M | Add +20.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.63% | 4,360,363 | $201.6M | Reduce -12.3% |
| GOVT iShares US Treasury Bond ETF | 1.46% | 7,832,116 | $180.0M | Reduce -3.6% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.21% | 3,936,941 | $149.4M | Reduce -12.6% |
| GOOGL Alphabet Inc. Class A | 1.00% | 699,628 | $123.3M | Reduce -1.3% |
| IJR iShares Core S&P Small-Cap E | 0.99% | 1,119,971 | $122.4M | Reduce -5.6% |
| AMZN Amazon.com Inc. | 0.98% | 554,450 | $121.6M | Reduce -0.1% |
| IVW iShares S&P 500 Growth ETF | 0.98% | 1,098,355 | $120.9M | Reduce -10.6% |
| MBB iShares MBS ETF | 0.97% | 1,276,906 | $119.9M | Reduce -3.2% |
| QUAL iShares MSCI USA Quality Fac | 0.93% | 626,943 | $114.6M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 0.91% | 152,835 | $112.8M | Reduce -0.8% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.87% | 2,467,565 | $108.0M | Reduce -4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.87% | 220,845 | $107.3M | Reduce -5.4% |
| JPM JPMorgan Chase & Co. | 0.85% | 364,338 | $105.6M | Reduce -1.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.85% | 1,968,621 | $104.9M | Reduce -4.2% |
| EFV iShares MSCI Eafe Value ETF | 0.84% | 1,627,235 | $103.3M | Add +44.6% |
| IVE iShares S&P 500 Value ETF | 0.82% | 519,868 | $101.6M | Add +5.2% |
| SHM SS SPDR N Ice St Muni ETF | 0.80% | 2,064,442 | $98.7M | Reduce -15.1% |
| V Visa Inc. Class A | 0.77% | 267,920 | $95.1M | Reduce -1.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.77% | 1,745,131 | $95.0M | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 0.75% | 524,989 | $93.1M | Add +0.3% |
| JNK SS SPDR BB High Yield Bond | 0.74% | 938,536 | $91.3M | Reduce -14.3% |
| COST Costco Wholesale Corp. | 0.68% | 85,479 | $84.6M | Reduce -1.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.59% | 372,856 | $72.7M | Reduce -7.4% |
| AGG iShares Core U.S. Aggregate | 0.57% | 710,584 | $70.5M | Reduce -5.8% |
| VNQ Vanguard Real Estate ETF | 0.57% | 789,646 | $70.3M | Reduce -8.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.54% | 535,217 | $66.4M | Reduce -3.7% |
| ORCL Oracle Corp. | 0.51% | 290,155 | $63.4M | Reduce -8.9% |
| AVGO Broadcom Inc. | 0.48% | 214,709 | $59.2M | Reduce -1.0% |
| SCHG Schwab US Large-Cap Growth | 0.48% | 2,023,549 | $59.1M | Reduce -7.9% |
| MUB iShares National Muni Bond E | 0.47% | 558,968 | $58.4M | Reduce -9.9% |
| JPST JPMorgan Ultra-Short Income | 0.47% | 1,135,570 | $57.6M | Reduce -1.7% |
| HD Home Depot Inc. | 0.46% | 156,087 | $57.2M | Reduce -2.3% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.44% | 1,183,817 | $54.6M | Reduce -12.2% |
| IYW iShares Ustechnology ETF | 0.44% | 315,106 | $54.6M | Reduce -8.5% |
| SCHF Schwab Intl Equity ETF | 0.44% | 2,457,149 | $54.3M | Reduce -6.7% |
| CSCO Cisco Systems Inc. | 0.42% | 755,515 | $52.4M | Reduce -2.1% |
| TLH iShares 10-20 Year Treasury | 0.42% | 513,096 | $52.1M | Add +37.8% |
| SBUX Starbucks Corp. | 0.41% | 557,198 | $51.1M | Reduce -0.5% |
| QCOM Qualcomm Inc. | 0.41% | 317,112 | $50.5M | Reduce -0.4% |
| ACN Accenture PLC Class A | 0.40% | 166,635 | $49.8M | Reduce -5.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 80,134 | $49.5M | Reduce -3.5% |
| SPGI S&P Global Inc. | 0.40% | 93,128 | $49.1M | Reduce -2.0% |
| SCHX Schwab US Large-Cap ETF | 0.40% | 2,002,549 | $48.9M | Reduce -2.3% |
| OEF iShares S&P 100 ETF | 0.39% | 158,609 | $48.3M | Add +41.6% |
| SCHV Schwab US Large-Cap Value | 0.39% | 1,733,326 | $48.0M | Reduce -8.0% |
| JNJ Johnson & Johnson | 0.37% | 301,275 | $46.0M | Add +0.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.36% | 402,630 | $45.1M | Reduce -3.1% |
| MA Mastercard Inc. Class A | 0.36% | 80,068 | $45.0M | Reduce -2.8% |
| ISRG Intuitive Surgical Inc. | 0.36% | 81,748 | $44.4M | Add +3.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.36% | 816,324 | $44.4M | Add +111.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.35% | 828,959 | $43.8M | Add +1.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.35% | 53,610 | $43.0M | Reduce -1.1% |
| MDT Medtronic PLC | 0.35% | 491,215 | $42.8M | Add +4.3% |
| THRO iShares U.S. Thematic Rotati | 0.34% | 1,196,978 | $42.6M | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.34% | 153,774 | $42.6M | Reduce -1.8% |
| IAGG iShares Intl Aggregate Bond | 0.34% | 824,028 | $42.1M | Add +440.1% |
| LLY Eli Lilly & Co. | 0.33% | 53,122 | $41.4M | Add +5.5% |
| WMT Walmart Inc. | 0.31% | 397,422 | $38.9M | Reduce -7.8% |
| PG The Procter & Gamble Co. | 0.31% | 242,533 | $38.6M | Add +4.6% |
| UL Unilever PLC | 0.31% | 625,576 | $38.3M | Reduce -2.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.31% | 552,601 | $38.1M | Reduce -4.1% |
| RTX RTX Corp. | 0.30% | 255,734 | $37.3M | Reduce -10.3% |
| ABBV Abbvie Inc. | 0.29% | 195,892 | $36.4M | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 119,548 | $36.3M | Reduce -6.7% |
| INTU Intuit Inc. | 0.29% | 45,940 | $36.2M | Reduce -1.1% |
| PEP Pepsico Inc. | 0.29% | 271,757 | $35.9M | Reduce -3.0% |
| IWF iShares Russell 1000 Growth | 0.28% | 82,263 | $34.9M | Reduce -1.0% |
| KKR KKR & Co. Inc. | 0.28% | 258,102 | $34.3M | Add +0.0% |
| CVX Chevron Corp. | 0.28% | 238,890 | $34.2M | Reduce -3.6% |
| LOW Lowe's Cos Inc. | 0.27% | 153,103 | $34.0M | Reduce -1.8% |
| ADBE Adobe Inc. | 0.27% | 86,305 | $33.4M | Reduce -10.4% |
| SGOV iShares 0-3 Month Treasury B | 0.26% | 318,126 | $32.0M | Reduce -2.9% |
| NFLX Netflix Inc. | 0.26% | 23,603 | $31.6M | Reduce -3.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.25% | 129,350 | $31.1M | Reduce -4.5% |
| AXP American Express Co. | 0.25% | 97,311 | $31.0M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 493,559 | $30.6M | Reduce -3.5% |
| CRM Salesforce Inc. | 0.24% | 109,848 | $30.0M | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 0.24% | 276,396 | $29.8M | Add +0.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.24% | 556,731 | $29.4M | Reduce -5.5% |
| TSLA Tesla Inc. | 0.23% | 90,432 | $28.7M | Add +4.1% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.23% | 1,140,355 | $28.3M | Reduce -11.4% |
| ARES Ares Management Corp. Class A | 0.23% | 162,471 | $28.1M | Reduce -3.9% |
| ABT Abbott Laboratories | 0.23% | 204,600 | $27.8M | Reduce -3.1% |
| TMUS T-Mobile US Inc. | 0.22% | 116,423 | $27.7M | Reduce -0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 115,757 | $27.4M | Add +2.9% |
| DE Deere & Co. | 0.22% | 53,806 | $27.4M | Reduce -3.4% |
| AMT American Tower Corp. | 0.22% | 123,210 | $27.2M | Reduce -1.6% |
| BKNG Booking Holdings Inc. | 0.21% | 4,502 | $26.1M | Reduce -0.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.20% | 271,517 | $24.9M | Add +190.8% |
Options reported separately and not counted above: SPY puts ($19.8M), KRE puts ($3.1M), SPY calls ($2.3M), AAPL puts ($1.7M), BRK.B puts ($1.3M), MSFT puts ($1.1M), META puts ($1.0M), LLY puts ($935K), CRWD puts ($917K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $175K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | 16,100 | $175K | No change |
Total filed on the 13F, all lines: $12.4B.
Portfolio Sells Q1 2025 → Q2 2025
| BSV Vanguard Short-Term Bond ETF | Reduce -10.7% | 2.79% | −0.51 |
| IVV iShares Core S&P 500 ETF | Reduce -13.1% | 4.30% | −0.45 |
| AAPL Apple Inc. | Reduce -0.1% | 2.44% | −0.36 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -12.3% | 1.63% | −0.34 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -98.9% | 0.00% | −0.27 |
| UNH Unitedhealth Group Inc. | Reduce -57.5% | 0.07% | −0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.4% | 0.87% | −0.20 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -15.1% | 0.80% | −0.19 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -12.6% | 1.21% | −0.19 |
| JNK SS SPDR BB High Yield Bond | Reduce -14.3% | 0.74% | −0.16 |
| GOVT iShares US Treasury Bond ETF | Reduce -3.6% | 1.46% | −0.15 |
| VNQ Vanguard Real Estate ETF | Reduce -8.5% | 0.57% | −0.10 |
| MBB iShares MBS ETF | Reduce -3.2% | 0.97% | −0.09 |
| MUB iShares National Muni Bond E | Reduce -9.9% | 0.47% | −0.09 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -4.7% | 0.87% | −0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.4% | 1.98% | −0.08 |
| CVX Chevron Corp. | Reduce -3.6% | 0.28% | −0.08 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -4.2% | 0.85% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.6% | 0.99% | −0.07 |
| AGG iShares Core U.S. Aggregate | Reduce -5.8% | 0.57% | −0.07 |
| PEP Pepsico Inc. | Reduce -3.0% | 0.29% | −0.07 |
| ACN Accenture PLC Class A | Reduce -5.0% | 0.40% | −0.07 |
| ABBV Abbvie Inc. | Reduce -1.1% | 0.29% | −0.06 |
| IAU iShares Gold Trust | Reduce -29.8% | 0.14% | −0.06 |
| SBUX Starbucks Corp. | Reduce -0.5% | 0.41% | −0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -7.4% | 0.59% | −0.06 |
| V Visa Inc. Class A | Reduce -1.8% | 0.77% | −0.05 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -11.4% | 0.23% | −0.05 |
| ADBE Adobe Inc. | Reduce -10.4% | 0.27% | −0.05 |
| SDY SS SPDR S&P Dividend ETF | Reduce -15.7% | 0.17% | −0.04 |
| TMUS T-Mobile US Inc. | Reduce -0.7% | 0.22% | −0.04 |
| SCHV Schwab US Large-Cap Value | Reduce -8.0% | 0.39% | −0.04 |
| CPRT Copart Inc. | Reduce -0.6% | 0.17% | −0.04 |
| HD Home Depot Inc. | Reduce -2.3% | 0.46% | −0.04 |
| IGLB iShares 10+ Year Inv GR Corp. | Reduce -82.5% | 0.01% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -1.8% | 0.27% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.7% | 0.47% | −0.04 |
| FALN iShares Fallen Angels ETF | Reduce -64.0% | 0.02% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -4.1% | 0.31% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.1% | 0.09% | −0.03 |
| FLOT iShares Floating Rate Bond E | Reduce -24.2% | 0.08% | −0.03 |
| NKE Nike Inc. Class B | Reduce -28.1% | 0.10% | −0.03 |
| HYDB iShares High Yield Systemati | Reduce -59.2% | 0.02% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -2.7% | 0.07% | −0.03 |
| CMF iShares California Muni Bond | Reduce -57.0% | 0.02% | −0.03 |
| ROP Roper Technologies Inc. | Reduce -3.9% | 0.19% | −0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -77.4% | 0.01% | −0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -5.5% | 0.24% | −0.03 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -12.2% | 0.44% | −0.03 |
| ICVT iShares Convertible Bond ETF | Reduce -45.8% | 0.03% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +1.4% | 2.65% | +0.56 |
| NVDA Nvidia Corp. | Add +0.0% | 2.03% | +0.55 |
| THRO iShares U.S. Thematic Rotati | New | 0.34% | +0.34 |
| IEMG iShares Core MSCI Emerging | Add +20.6% | 1.64% | +0.34 |
| IAGG iShares Intl Aggregate Bond | Add +440.1% | 0.34% | +0.27 |
| EFV iShares MSCI Eafe Value ETF | Add +44.6% | 0.84% | +0.27 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.6% | 3.29% | +0.21 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.2% | 1.88% | +0.20 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +111.1% | 0.36% | +0.19 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.13% | +0.13 |
| OEF iShares S&P 100 ETF | Add +41.6% | 0.39% | +0.13 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +190.8% | 0.20% | +0.13 |
| STIP iShares 0-5 Year Tips Bond E | Add +5093.3% | 0.09% | +0.09 |
| TLH iShares 10-20 Year Treasury | Add +37.8% | 0.42% | +0.09 |
| VEU Vanguard Ftse All-World Ex-U | Add +93.5% | 0.18% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | Add +30.5% | 0.17% | +0.07 |
| SCMB Schwab Municipal Bond ETF | Add +164.9% | 0.09% | +0.06 |
| ZTS Zoetis Inc. | Add +249.9% | 0.08% | +0.06 |
| IBTG iShares Ibonds Dec 2026 Term | Add +89.3% | 0.13% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 0.75% | +0.05 |
| IBTF iShares Ibonds Dec 2025 Term | Add +73.0% | 0.12% | +0.05 |
| TSLA Tesla Inc. | Add +4.1% | 0.23% | +0.04 |
| IEF iShares 7-10 Year Treasury B | Add +124.2% | 0.07% | +0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +64.8% | 0.10% | +0.04 |
| UBER Uber Technologies Inc. | Add +11.0% | 0.15% | +0.04 |
| CIG Cia Energetica DE-Spon ADR | New | 0.04% | +0.04 |
| COF Capital One Financial Corp. | Add +122.6% | 0.06% | +0.04 |
| IBTI iShares Ibonds Dec 2028 Term | Add +72.0% | 0.09% | +0.03 |
| IBTH iShares Ibonds Dec 2027 Term | Add +69.7% | 0.09% | +0.03 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +71.9% | 0.09% | +0.03 |
| HELO JPMorgan Hedged Equity ETF | Add +54.8% | 0.09% | +0.03 |
| CACI Caci International Inc. Class A | Add +105.1% | 0.04% | +0.03 |
| NOW ServiceNow Inc. | Add +5.8% | 0.12% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +17.6% | 0.06% | +0.03 |
| ETN Eaton Corp. PLC | Add +6.1% | 0.11% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +3.7% | 0.36% | +0.02 |
| CEG Constellation Energy | Add +35.9% | 0.04% | +0.02 |
| AMD Advanced Micro Devices | Add +5.9% | 0.08% | +0.02 |
| FERG Ferguson Enterprises Inc. | Add +0.3% | 0.10% | +0.02 |
| KKR KKR & Co. Inc. | Add +0.0% | 0.28% | +0.02 |
| PTL Inspire 500 ETF | Add +85.1% | 0.04% | +0.02 |
| LQDH iShares Int Hedg Corp. BD ETF | New | 0.02% | +0.02 |
| BA The Boeing Co. | Add +15.6% | 0.08% | +0.02 |
| GE General Electric | Add +3.5% | 0.09% | +0.02 |
| VBIL Vanguard 0-3M T-Bill ETF | Add +104.1% | 0.04% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +6.0% | 1.93% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.2% | 0.06% | +0.02 |
| GEV GE Vernova Inc. | Add +4.0% | 0.04% | +0.01 |
| IBM Intl Business Machines Corp. | Add +3.4% | 0.11% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +5.2% | 0.82% | +0.01 |
Options Activity Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +2.6% | 32,000 | $19.8M |
| KRE SS SPDR S&P Regional Bank | put | Reduce -13.0% | 52,800 | $3.1M |
| AAPL Apple Inc. | put | Add +49.1% | 8,500 | $1.7M |
| META Meta Platforms Inc. Class A | put | New | 1,400 | $1.0M |
| LLY Eli Lilly & Co. | put | Add +9.1% | 1,200 | $935K |
| CRWD CrowdStrike Holdings Inc. Class A | put | Reduce -14.3% | 1,800 | $917K |
| MAR Marriott International Class A | call | Sold out | 1,000 | $238Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,609 | $18.1B | IVV, VOO, SPY, AAPL, IEFA |
| Q1 2026 | 1,622 | $16.2B | VOO, IVV, SPY, IEFA, AAPL |
| Q4 2025 | 1,358 | $16.6B | VOO, IVV, SPY, AAPL, RGEN |
| Q3 2025 | 1,192 | $13.9B | VOO, IVV, IEFA, AAPL, RGEN |
| Q2 2025 | 1,080 | $12.4B | VOO, IVV, IEFA, BSV, MSFT |
| Q1 2025 | 1,053 | $11.7B | VOO, IVV, BSV, IEFA, AAPL |
| Q4 2024 | 1,050 | $11.8B | VOO, IVV, BSV, AAPL, IEFA |
| Q3 2024 | 1,051 | $12.1B | VOO, IVV, BSV, AAPL, IEFA |
| Q2 2024 | 1,021 | $11.6B | VOO, IVV, BSV, AAPL, IEFA |
| Q1 2024 | 1,066 | $12.1B | VOO, IVV, BSV, IEFA, AAPL |